Exporting Payouts
Export your Shopify Payments payouts — the deposits Shopify sends to your bank — to a CSV or Excel file, across every connected store at once. It's the export your accountant wants for bank reconciliation: each payout's date, net amount, and fee breakdown, with an optional row-per-transaction detail.
For the wizard itself — picking columns, formats, destinations, and schedules — see the exporting overview.
What you can export
In Simple mode you pick from a curated list of the fields merchants use most. The key payout-level fields:
| Field | What it is |
|---|---|
| ID | The numeric payout id. |
| Issued At | When the payout was issued (the bank-transfer date). |
| Month | A YYYY-MM bucket derived from Issued At — handy for pivot tables. |
| Status | SCHEDULED / IN_TRANSIT / PAID / FAILED / CANCELED. |
| Transaction Type | DEPOSIT or WITHDRAWAL. |
| Net Amount | The net amount deposited (gross minus all fees). |
| Net Currency | ISO currency code of the net amount. |
| External Trace ID | The bank's trace id, for reconciliation. |
| Store | The store the payout belongs to (name, domain, or email). |
The Summary breakdown section adds per-category totals — Charges Gross, Charges Fee, Refunds Fee, adjustments, reserved funds, and more — so you can see exactly how the net was composed. Switch to Template (Advanced) mode for the full column tree and renamed headers.
One row per transaction
By default each payout is a single row. If you add any Transaction column
(from the Transactions section), the export expands to one row per balance
transaction — the individual charges, refunds, adjustments, and transfers that
make up the payout. On the continuation rows the payout's ID repeats and the
payout-level amounts appear only on the first row, so the file totals stay
correct. Each transaction row can carry its Type, Processed At,
Amount, Fee, Net, and the source order it came from (id and
name). Without any Transaction column, you get one clean row per payout.
Filtering what you export
Narrow the export to the slice you want. The available filters are:
- Store — one or more connected stores.
- Status — one or more of SCHEDULED / IN_TRANSIT / PAID / FAILED / CANCELED.
- Transaction type — DEPOSIT or WITHDRAWAL.
- Net currency — one or more currency codes.
- Issued / Created / Updated date — a date range or a shorthand like the last 7, 30, or 90 days.
- External trace id — contains-match, for finding a specific bank transfer.
The wizard's search box matches the external trace id. The filter you set here is part of the export and is independent of whatever filter you last used on the Payouts dashboard.
Exporting from the dashboard vs the wizard
The Payouts dashboard has an Export button (the Export Builder) for a quick, single-entity export scoped to what you're viewing — Current page, Filtered, Selected, or All payouts. Use the Export Wizard when you want payouts alongside other entities or on a recurring schedule.
Scheduling
Any payouts export can run automatically on a daily, weekly, or monthly schedule — each run rebuilds from live data and delivers to your destination. A monthly payouts export is a common close-of-books routine. See the exporting overview for how schedules work.
Tutorial: export last month's payouts for reconciliation
- Go to Exports → New export (
/exports/new). - In Step 1, tick Payouts and click Next.
- In Step 2, keep Simple columns (Issued At, Status, Net Amount, Net Currency, Store are on by default) and open Summary breakdown to add Charges Fee and Refunds Fee.
- Add an Issued date filter set to the last 30 days, and a Status filter of PAID.
- In Step 3, choose Excel and set the destination to Email.
- In Step 4, name it "Monthly payouts" and click Run now — or choose Save as scheduled bundle and set it Monthly to get it automatically.
Permissions
- View Exports — build and run payout exports.
- Download Exports — download the finished files.
Account owners have both. Grant them to team members from their permissions.
FAQ
Can I export Shopify payouts to Excel? Yes — choose Excel (.xlsx) or CSV in
Step 3. A combined multi-entity workbook is always Excel.
Does the export include the fees? Yes — the Net Amount is gross minus fees, and the Summary breakdown section adds per-category fee and gross totals (charges, refunds, adjustments, and more).
Can I get the individual transactions in a payout? Yes — add any Transaction column and the export expands to one row per balance transaction, each with its amount, fee, net, and source order.
Can I export payouts from all my stores at once? Yes — an export spans every connected store by default. Add a Store filter to narrow it to one.
Can I filter to a date range? Yes — use the Issued date filter with a range or a shorthand like the last 7, 30, or 90 days.
Can payout exports run on a schedule? Yes — save the export as a daily, weekly, or monthly schedule; a monthly run is a common close-of-books routine.